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Portfolio (Quarterly) Guide ↗

KBC Group NV

· CIK 0001411133
13F Portfolio $46.3B AUM 2,533 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1845 New
Page 32 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CLX CLOROX CO DEL Consumer Defensive 28,299.0 $2.7M 0.01% NEW $95.45 +12.3%
622 PATH UIPATH INC Technology 248,077.0 $2.7M 0.01% NEW $10.87 +52.4%
623 APTIV PLC 43,935.0 $2.7M 0.01% NEW $61.36
624 CG CARLYLE GROUP INC Financial Services 63,945.0 $2.7M 0.01% NEW $42.11 +16.7%
625 NRG NRG ENERGY INC Utilities 18,325.0 $2.7M 0.01% NEW $146.08 -23.5%
626 SATS ECHOSTAR CORP Technology 26,324.0 $2.7M 0.01% NEW $101.47 -14.3%
627 GGG GRACO INC Industrials 35,089.0 $2.7M 0.01% NEW $75.61 +6.0%
628 ELF E L F BEAUTY INC Consumer Defensive 35,547.0 $2.6M 0.01% NEW $73.99 +43.2%
629 BUR BURFORD CAPITAL LIMITED Financial Services 640,497.0 $2.6M 0.01% NEW $4.10 +5.1%
630 TSCO TRACTOR SUPPLY CO Consumer Cyclical 83,027.0 $2.6M 0.01% NEW $31.60 +13.7%
631 FIGS FIGS INC Consumer Cyclical 256,051.0 $2.6M 0.01% NEW $10.23 +48.7%
632 FN FABRINET Technology 4,651.0 $2.6M 0.01% NEW $562.03 -25.1%
633 FRPT FRESHPET INC Consumer Defensive 43,866.0 $2.6M 0.01% NEW $59.11 +29.5%
634 CRWV COREWEAVE INC Technology 25,917.0 $2.6M 0.01% NEW $99.55 -13.4%
635 TOST TOAST INC Technology 92,470.0 $2.6M 0.01% NEW $27.83 +31.9%
636 FE FIRSTENERGY CORP Utilities 54,054.0 $2.6M 0.01% NEW $47.55 -2.1%
637 BURL BURLINGTON STORES INC Consumer Cyclical 8,087.0 $2.6M 0.01% NEW $316.80 +4.4%
638 TXT TEXTRON INC Industrials 27,844.0 $2.6M 0.01% NEW $91.73 -10.5%
639 CPB THE CAMPBELLS COMPANY Consumer Defensive 114,619.0 $2.6M 0.01% NEW $22.27 +8.5%
640 RPM RPM INTL INC Basic Materials 22,903.0 $2.5M 0.01% NEW $111.16 -4.3%
Page 32 of 93  ·  1,845 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.2%
Financial Services 12.4%
Healthcare 10.7%
Industrials 8.9%
Consumer Cyclical 7.7%
Communication Services 6.2%
Consumer Defensive 3.7%
Real Estate 2.2%
Basic Materials 2.2%
Utilities 1.7%